• Estate Planning
• Trust and Estate Administration
• Income Tax Planning and Analysis
• Tax-Exempt Organizations and Charitable Planning
• Corporate, Partnership and LLC Formation and Representation
• Business Transactions
• Wealth Preservation and Asset Protection
• Prenuptial and Postnuptial Agreements
• Real Estate Services

 

business transactions

We provide our business clients with advice in devising appropriate tax and corporate structures to deal with transition events that may arise in connection with succession or sale in a family-owned business, the divorce or break-up of a partnership of individuals, expansion of an existing business or the addition of a new business segment by acquisition.

Some of the services provided by the firm include:

• Pre-transaction planning for our clients’ income and estate tax planning
• Planning for tax-free exchanges
• Structuring mergers, sales, acquisitions and other corporate combinations
• Counseling clients regarding investments in businesses, venture capital transactions, private placements and a variety of financing arrangements
• Advising regarding private placements
• Counseling on debt financing arrangements
• Tax and structuring advice in commercial real estate transactions
• Documenting strategic alliances, joint ventures and corporate partnering arrangements
• Structuring and executing intra-family succession plans
• Execution of plans to document business expansions